10 Endnote Tips / a quick guide to getting started in EndNote

This guide can be used just as is or it can be combined with the SlideShow, EndNote Primer (http://www.slideshare.net/lissalord/endnote-primer). Both follow start-up and basic techniques from a user's point of view when learning EndNote 7.

Transcript of "10 Endnote Tips / a quick guide to getting started in EndNote"

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10 EndNote Tips
Regents Center Library
Bulletin Board Series
Dissertations
Spring 2014
Online: http://dissertationresearch.blogspot.com
EndNote is software that will manage references and citations collected during research. Citation styles (APA,
MLA, Chicago, etc.) are included within the EndNote program. EndNote X7 software is free to graduate
students, faculty and staff at KU.
1. Downloading and Installing EndNote
You can access and install EndNote by selecting the Download option from the KU EndNote page
http://technology.ku.edu/endnote The licensing for KU users is stored within the program. You will
need to save, then extract it rather than installing it directly from the website. Here's how:
Select the Mac or PC version (your may be asked to sign-in with your KU ID and Password). Then, be sure to
choose the Save option rather than the Open option. "Save File" will save to the default Downloads file.
When the download is complete, install software:
Mac Users: Find the EndNote file in your Applications folder, click to open then follow the on-screen
instructions to drag the file into the Application setup.
PC Users: Find the EndNoteX7Win.Zip folder in your Downloads folder, right click and select "Extract All"
to unzip. Next, you see the default download folder and the “Extract” option. Click on Extract and go with
default selection. This avoids the "Purchase a Product Key" problem. When extraction is complete,
double-click on the ENX6Inst file to begin the setup and Run the file. Destination by default C:Program
Files(x86)EndNote X7 folder Continue the next few screens and accept the KU License and go with
"Typical" installation.
Now you’re ready to use EndNote! Have your pick of How-to Guides:
EndNote X7 for PC
EndNote X7 for Mac
2. SET-UP your EndNote Library
a. Create your EndNote Library: A library is like a folder of references. Tip: make one library and
subdivide holdings using “Groups” (all references in groups are still maintained under the “All
References” heading).
b. From the EndNote toolbar, select the style drop down menu and select the citation format you will be
using in your paper (APA, MLA, Chicago, etc.) — this is changeable.
c. You can add references manually into your EndNote library for items that you already have before you
started with EndNote. To do this: click Reference on the EndNote toolbar and select New Reference.
d. If you want to create Groups of saved references: Select Groups on the EndNote toolbar and
Create Group. Then you can drag and drop or right click individual references that have been added to All
References and move into whatever group you have created. The references moved to a group still remain
in the larger All References category under References on the EndNote toolbar. The same reference can
appear in multiple groups and are not duplicated when you do this nor are they deleted.
3. Databases and EndNote
a. The most efficient way to find articles is to search the Libraries Databases. From the Libraries homepage
(http://www.lib.ku.edu) select Articles & Databases in the left hand column. Next, select the database you
want to search and enter your search terms. The results include citation information for the articles you select
which can be then downloaded into your EndNote Library. When you select the articles you want, look for the
option to export, or send. The EndNote option might also be labeled as “RIS” or Research Soft. Go with the
default. This is detailed work, come and see me to iron out the wrinkles. Need help researching
databases? Email Lissa llord@ku.edu

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b. Really Big Tip ! Detailed instructions for exporting references from specific databases to EndNote are
available here: http://www.lib.ku.edu/technology/citing/import , but they are moving! Ask me, Lissa
llord@ku.edu llord@ku.edu
4. Google Scholar has scholarly articles and you can download the citations into your EndNote library. From
the Libraries homepage (http://www.lib.ku.edu) click on G in the alphabetical listing of databases and go to
Google Scholar. When in Google Scholar select Settings and under Bibliography Manager select EndNote
and Save. Conduct a Google Scholar search. From the list of found articles choose an article you want to cite
and select Import into EndNote and select Open with EndNote X7 and OK.
5. Attach documents to a saved EndNote citation
If you already have full text articles saved on your computer, you can import and attach them to
references in your EndNote Library. With your EndNote library open, highlight the reference to
receive the file (PDF, Word, etc.). Look at the Preview or the Reference view in the split window  click on the
paper clip  select a file from your computer  Open  and the imported PDF file will show in this window.
Or, you can simply drag the file from the computer’s desktop over to its reference in EndNote. For
images, PowerPoint slides, etc. you need to look at the full EndNote citation record to see that the upload has
occurred.
6. Cite While You Write (CWYW)
EndNote can insert in-text citations into your Word document text while building a formatted Reference
List at the end of the Word document. In Word, put your cursor on the spot where you need to insert the
citation and return to EndNote to highlight the reference to be inserted. From the toolbar in EndNote 
Tools  CWYW  Insert the selected citation (this is one of several ways to CWYW).
7. Editing in-text citations If you need to edit the citations inserted into Word from EndNote, the
easiest way is to go to the full reference view in EndNote to make the editing changes and save that
record by closing the viewing pane and saving. Then go to Word and select  Update citations and
bibliography from the EndNote toolbar in Word. The saved changes will be reflected in the Word Document.
To format the Reference List, select the lower right arrow in the “Bibliography” box on the EndNote toolbar
in Word. See the editing popup box and select Layout.
8. Bibliographies
a. How to create a stand-alone bibliography in Word from selected citations stored in EndNote
There are several methods for copying the citations from EndNote to Word for a bibliography:
Open Word to a new document and save as a named file. Put curser where you want the bibliography to start.
Select Go to EndNote from the EndNote tool bar, and select the citations you want to include in the
bibliography. From the EndNote toolbar in EndNote, select Edit  Copy Formated and then in the Word
Document simply Ctrl-V for paste and the bibliography is built to save and/or print. The citation format (APA,
Chicago, MLA, etc.) is set in the EndNote program and cannot be changed in Word. Fonts and line-spacing can
be easily changed and edited.
b. Print (on the fly) a list of citations directly from EndNote resulting in a printed Bibliography.
Highlight the citations you want to include and select  File  Print
c. You can convert the EndNote coded bibliography to Plain Text by selecting the bibliography text in
Word  the citations are now grayed-in. From the EndNote menu in Word, select “Convert Citations and
Bibliography”  Convert to Plain Text. The bibliography will no longer be connected to EndNote and
will be easier to modify in Word for the stand-alone bibliography. This is not a reversible process!

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9. Save your EndNote Library to transfer (like to a flash drive): From the File menu in EndNote select
Compressed Library (.enlx) and use the file dialog to save filename.enlx You can also email the library
with or without the attachments.
10. Tutorials to see: http://endnote.com/if/endnote-video-training
Questions? Ask Lissa llord@ku.edu
January 2014